A legacy branch manager with Wells Fargo Advisors on the East Coast—let’s call him Joe—says he hasn’t had a raise in his base salary in more than a decade, despite the fact that revenues at his branch ...

The branch office manager of yore is dying. The do-it-all BOM — the guy who would mentor an office's young bucks, auditing their tickets and their client interactions all while recruiting and tending ...

I've worked with a number of branch managers who were excellent recruiters. They were able to instill confidence in prospective advisers and get them excited about joining their firms. So what makes ...

So, what does it take to be a successful branch manager? Business acumen. To be an effective branch manager, you must possess the skills of a good business manager (or at least be willing to learn ...

It has been a very difficult 10 years for branch managers in the wealth management business. While the competition for the consistent revenue of a fee-based financial adviser has created a frenzied ...

Summit Credit Union has named two new area managers, at its West Milwaukee and VA branch locations. Lindsay Pelletier will serve as manager of the branch at 2159 Miller Park Way in West Milwaukee. She ...